See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,580 | $89,753+49.9% | $107,525+25.2% | $84,808+58.7% |
| Participation rate | 92.2% | 68.1%+24.1pp | 75.1%+17.1pp | 68.3%+23.9pp |
| Annual return | 4.11% | 29.48%-25.4pp | 181.32%-177.2pp | 40.90%-36.8pp |
| Employer contribution / active EE | $15,625 | $3,113+401.9% | $3,754+316.3% | $2,631+493.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,328 | $7,222-40.1% | $8,919-51.5% | $7,344-41.1% |